Heather Hackett
Heather Hackett is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Fullerton, CA, with 23 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1440 N Harbor Boulevard, Suite 821, Fullerton, CA, 92835
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Heather sells fixed insurance, dedicating about 10-20% of her time to this activity. She is also a co-owner of All Weather Holdings, LLC, a commercial real estate management company, and spends about a quarter of her time on accounting, tax preparation, and financial planning services.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
LPL Financial LLCBroker
LPL Financial LLC
Cetera Advisor Networks LLCBroker
Girard Securities, INC.
Financial Planning Dept., INC.
Girard Securities, INC.Broker
Walnut Street Securities, INC.Broker
NFP Securities, INC.
NFP Securities, INC.Broker
Walnut Street Securities, INC.Broker
Sentra Securities CorporationBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.